--- schema_version: "1" id: 110034083babdb1e2dff0eebb08f8b734268067322af910872a66bf5e282d796 title: Streamline Administrative Tasks with Setup with Agentforce (Beta) collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_setup_with_agentforce_beta.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_beta.htm&release=260&type=5 source_site: help.salesforce.com content_type: documentation content_hash: ac3b1bd8ce93675e60827198497e03d16bfac49a3850507407b3495794ff663f description: Salesforce’s new agent-driven Setup experience integrates Setup with an AI assistant to simplify administrative tasks. Chat with the agent to issue commands or ask questions by using natural language. The agent makes activities like creating objects and flows, managing user access, and troubleshooting formulas more intuitive and efficient, reducing navigation and clicks. products: - Cross Cloud Packages Solutions release: "260" --- # Streamline Administrative Tasks with Setup with Agentforce (Beta) Salesforce’s new agent-driven Setup experience integrates Setup with an AI assistant to simplify administrative tasks. Chat with the agent to issue commands or ask questions by using natural language. The agent makes activities like creating objects and flows, managing user access, and troubleshooting formulas more intuitive and efficient, reducing navigation and clicks. **Where:** This feature is available in Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Foundations or Agentforce 1 editions. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-salesforce_release_notes-260-0-0-production-enus/ba62a63b-6cd1-440e-8d24-e867afab0363/images/icon_note.png) Note Setup with Agentforce is a pilot or beta service that is subject to the Beta Services Terms at [Agreements - Salesforce.com](https://www.salesforce.com/company/legal/agreements/) or a written Unified Pilot Agreement, if executed by Customer, and the Non-GA Credit Consumption term in the [Product Terms Directory](https://ptd.salesforce.com/). Enabling this pilot or beta service consumes Data 360 credits and is at the Customer's sole discretion. **When:** This feature is available starting in early January 2026. **Who:** To use Setup with Agentforce, users must have these permissions: Use Setup with Agentforce and Execute Prompt Template. Users must also have access to the Data 360 default data space and the required permissions for the task they want to perform. **Why:** Setup with Agentforce is available from every page in Setup. You can chat with the agent in the Agentforce panel while still viewing and navigating through Setup. And when necessary, the conversation can transition into a full-sized agentic experience that opens new conversations in different console tabs and includes a canvas to display rich content such as record details, list views, and metadata previews. ![Setup with Agentforce full screen conversation](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-salesforce_release_notes-260-0-0-production-enus/ba62a63b-6cd1-440e-8d24-e867afab0363/salesforce_release_notes/images/customization/setup_agentforce_full_screen_conversation.png) Setup with Agentforce also updates the Setup Home page released in Winter ’26 with a prompt bar, org health and usage metrics, and conversation recommendations to get you started working quickly with an agent to complete common tasks. ![Setup Home page with Agentforce enabled](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-salesforce_release_notes-260-0-0-production-enus/ba62a63b-6cd1-440e-8d24-e867afab0363/salesforce_release_notes/images/customization/setup_agentforce_home_beta.png) The new Setup agent supports many more Setup tasks than the previously released Agent for Setup, including: - Managing users - Troubleshooting user access - Managing permission sets, permission set groups, organization-wide defaults, and sharing rules - Creating custom objects and fields - Creating and managing flows - Getting information from Salesforce Help - Navigating to the right Setup page to complete a task - Creating a custom report type - Creating Lightning pages - Fixing issues and getting an explanation of formulas - Getting information about usage and licenses **How:** Before enabling Setup with Agentforce, [ensure that Data Cloud is set up in your org](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&type=5&language=en_US). Then, if you haven’t yet, enable [generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&language=en_US&type=5) and then enable [Agentforce](https://help.salesforce.com/s/articleView?id=ai.agent_setup_enable.htm&language=en_US&type=5). To enable Setup with Agentforce, from Setup, enter Agentforce in the Quick Find box, and then click and turn on **Setup with Agentforce (Beta)**. Then refresh your browser. On Setup Home, start a conversation by using the prompt bar, conversation recommendations, or the Ask Agentforce buttons in the Org Health and Usage section. On any other Setup page, click the **Ask Agent for Setup (Beta)** button (![Ask Agent for Setup button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-salesforce_release_notes-260-0-0-production-enus/ba62a63b-6cd1-440e-8d24-e867afab0363/salesforce_release_notes/images/customization/setup_agentforce_chat_button.png)). During the conversation, you see record details, list views, documentation, and other items that you can expand for additional information. #### See Also - [_Salesforce Help_: Setup with Agentforce (Beta)](https://help.salesforce.com/s/articleView?id=xcloud.setup_agentforce_overview.htm&language=en_US) - [_Salesforce Winter '26 Release Notes_: Complete Tasks More Efficiently with the New Setup Home Page](https://help.salesforce.com/s/articleView?id=release-notes.rn_customization_general_setup_home.htm&release=258&language=en_US)